The Adviser Portal is a dedicated dashboard built for accountants and SMSF professionals to view and support clients who invest in cryptocurrency with a Coinstash account. This article explains what the portal does, who it's for, and how connecting with a client works.
With crypto investments becoming more common (and more complex in structures such as SMSFs), the Adviser Portal gives you real-time visibility, EOFY reporting tools and audit-ready documentation to help your clients stay compliant and reduce stress at tax time.
View-only, real-time client visibility
Secure, read-only access to a client's Coinstash portfolio
See transactions, asset holdings and activity summaries
Supports multiple clients under one Adviser login
You can't place trades, move funds or make withdrawals on a client's account. See View-Only Access Explained.
EOFY and audit-ready reports
Get 30 June audited holding reports
Access your client's transaction history and cash reports
Compatible with tools like BGL, Syla, Crypto Tax Calculator and Koinly
Education and CPD
Access CPD-approved webinars and resources
Learn how to spot compliance issues early (e.g. personal use, staking, derivatives)
Stay up to date with SMSF and crypto regulatory guidance
Who is it for?
The Adviser Portal is designed for:
Accountants with SMSF clients investing in crypto
SMSF administrators seeking better audit workflows
Crypto-savvy professionals looking to guide clients
Firms that want to streamline EOFY for multiple SMSF clients
How does it work?
Register as an adviser for free. Sign up via the Adviser Portal registration page. See How to Register for the Adviser Portal.
Your client invites you. Access to a client's account is by invitation only. Your client sends the invitation from their own Coinstash account. You can invite a new client to join Coinstash, but you'll only see their account once they invite you. See How to Connect to a Client.
Get view-only access. The adviser gains access to the client's portfolio — view-only, with no trading or withdrawal permission.
Put the data to work. Export reports, check activity and provide proactive guidance.
Grow with us. Invite other clients, use our education resources and participate in our partner program.
🎁 Bonus: up to $200 client referral gift
When an accountant invites a new client to join Coinstash, the client receives up to $200 in bonuses. Eligibility and terms apply — contact us for current details.
Your client stays in control
Access is only granted when your client invites you from their account.
Your client can revoke your access at any time from their account settings. See How to Disconnect from a Client.
Use of the portal is governed by the Adviser Access Agreement.
FAQ
Does it cost anything to register? No. Registering for the Adviser Portal is free.
Can I trade or make withdrawals for my client? No. Adviser access is view-only. If your client wants someone to transact on their behalf, that requires a separate process — see How do I Grant Third Party Authority?
Can I manage more than one client? Yes. The portal supports multiple clients under one Adviser login.
I'm a Coinstash customer. How do I invite my accountant? See How do I invite my accountant or financial advisor?
Advisers can also contact their Coinstash account manager with any questions.
Need a hand? Our Brisbane-based support team is here to help — tap the chat icon in the app or on the website to get in touch.